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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $181M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 565 New
Page 19 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PUBLIC STORA 4.625 PFDPFD SER L 1,000.0 $18K 0.01% NEW $18.50
362 XRT STATE STREET SPDR S&P RETAIL ETF 215.0 $18K 0.01% NEW $85.29 -2.9%
363 REGN REGENERON PHARMACEUTICAL Healthcare 23.0 $18K 0.01% NEW $771.87 -17.6%
364 COF CAPITAL ONE FINL CORP Financial Services 73.0 $18K 0.01% NEW $242.36 -23.2%
365 INVESCO FINANCIAL PREFERRED ETF 1,250.0 $18K 0.01% NEW $14.14
366 PHM PULTEGROUP INC Consumer Cyclical 150.0 $18K 0.01% NEW $117.26 +0.3%
367 TEVA TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 560.0 $17K 0.01% NEW $31.21 +11.0%
368 PAC GRUPO AEROPORTUARIO EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS Industrials 66.0 $17K 0.01% NEW $263.64 -7.5%
369 ASHR XTRCKR HRVST CSI 300 CHNA A SHR ETF 500.0 $16K 0.01% NEW $32.85 +9.8%
370 ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 550.0 $16K 0.01% NEW $29.80
371 GNW GENWORTH FINL INC CLASS CLASS A Financial Services 1,800.0 $16K 0.01% NEW $9.03 +0.2%
372 UBS GROUP AG F 350.0 $16K 0.01% NEW $46.31
373 MODERNA INC 548.0 $16K 0.01% NEW $29.49
374 QUANTA SVCS INC 37.0 $16K 0.01% NEW $422.05
375 CCL CARNIVAL CORP F Consumer Cyclical 505.0 $15K 0.01% NEW $30.54 -12.6%
376 AVB AVALONBAY CMNTYS INC REIT Real Estate 85.0 $15K 0.01% NEW $181.31 +2.3%
377 AWI ARMSTRONG WORLD INDS INC Industrials 80.0 $15K 0.01% NEW $191.10 -16.7%
378 STLD STEEL DYNAMICS INC Basic Materials 90.0 $15K 0.01% NEW $169.46 +47.4%
379 GRMN GARMIN LTD F Technology 75.0 $15K 0.01% NEW $202.85 +17.6%
380 OII OCEANEERING INTL INC Energy 625.0 $15K 0.01% NEW $24.03 +62.3%
Page 19 of 29  ·  565 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 14.1%
Consumer Cyclical 10.9%
Healthcare 10.7%
Communication Services 7.0%
Industrials 6.6%
Consumer Defensive 5.0%
Energy 3.6%
Utilities 3.5%
Basic Materials 3.2%